ESTATE PLAN OPTIONS THAT SUIT EVERY NEED

Document Reviewed includes everything in Self-Directed with the added services of your documents reviewed by an Estate Planning professional to ensure that all questions are answered and, if needed, recommendations for further document. (how long does it take?)

The Online Question & Answer system is easy to use and can be completed within your own home at your leisure.

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Attorney Prepared includes everything in Self-Directed and Document Reviewed with the added services of your documents prepared by an attorney to ensure all questions are answered and, if needed, recommendations for further document. It typically takes 5 days to prepare your estate planning documents but can take longer depending on your circumstances.

The Online Question & Answer system is easy to use and can be completed within your own home at your leisure. Please note that this service INCLUDES consultation time, document review, notary services, and filing.

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Power of Attorney Documents

  • Individual General Power of Attorney
  • Couples General Power of Attorney
  • Individual Healthcare Directives Powers
  • Couples Healthcare Directives Powers
  • Individual Powers (more info)
  • Couples Powers of Attorney (more info)
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Additional services such as preparation of other types of trusts, beneficiary deeds, family LLCs, are available for a flat fee.

Reduced rates are available to clients who would like to revise their existing estate planning documents.

Wills. Living Trusts. Powers of Attorney. Estate Plans. The Right Tools. Right Now.

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REVOCABLE LIVING TRUSTS

Many people are turning to revocable living trusts as a way to avoid probate since trust assets are transferred to the trust while you are alive and the trust document provides instructions and the power to dispose of them upon your death or incapacity.

WHY IS A WILL DIFFERENT?

A will is a document that governs the ultimate disposition of everything that you currently own. A will has no application during your lifetime and only springs into operation upon your death. At the time of your death, everything you own becomes what is referred to as your “probate” estate.

ADVANCE MEDICAL DIRECTIVE

Advance directives are designed to outline a person’s wishes and preferences in regard to medical treatments and interventions. When a patient is incapable of making his/her own medical decisions, a health-care proxy can act on the patient’s behalf to make decisions consistent with and based on the patient’s stated will.